See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,555 | $70,587-25.5% | $124,672-57.8% | $85,850-38.8% |
| Participation rate | 42.5% | 64.4%-21.9pp | 74.6%-32.1pp | 69.3%-26.8pp |
| Annual return | 12.99% | 20688.83%-20675.8pp | 5142.93%-5129.9pp | 318.53%-305.5pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,428 | $2,969+15.5% | $4,614-25.7% | $3,952-13.2% |
| Admin fee / account holder | $12,830 | $5,282+142.9% | $7,493+71.2% | $6,260+105.0% |